Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.8B
AUM Growth
+$8.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,471
New
Increased
Reduced
Closed

Top Buys

1
+$90.9M
2
+$79.9M
3
+$73M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$61.8M
5
ACN icon
Accenture
ACN
+$52.3M

Top Sells

1
+$91.8M
2
+$64.8M
3
+$59.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$54.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$50M

Sector Composition

1 Technology 18.9%
2 Industrials 10.33%
3 Healthcare 9.77%
4 Financials 8.47%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
$505K ﹤0.01%
32,899
-10,243
2602
$504K ﹤0.01%
13,080
-4,089
2603
$502K ﹤0.01%
9,038
+557
2604
$501K ﹤0.01%
5,475
+1,570
2605
$500K ﹤0.01%
23,580
+2,272
2606
$500K ﹤0.01%
13,045
2607
$498K ﹤0.01%
+9,784
2608
$497K ﹤0.01%
42,475
+17,689
2609
$496K ﹤0.01%
7,607
-8,276
2610
$496K ﹤0.01%
35,045
+1
2611
$496K ﹤0.01%
20,262
-135
2612
$495K ﹤0.01%
18,940
+3,476
2613
$495K ﹤0.01%
109,277
-868
2614
$494K ﹤0.01%
14,448
+3,776
2615
$493K ﹤0.01%
20,602
-6,481
2616
$492K ﹤0.01%
14,288
+1,873
2617
$491K ﹤0.01%
20,683
-1,074
2618
$491K ﹤0.01%
14,109
+2,943
2619
$490K ﹤0.01%
41,076
+5,872
2620
$490K ﹤0.01%
35,227
-826
2621
$490K ﹤0.01%
44,070
+19,519
2622
$490K ﹤0.01%
32,148
+5,023
2623
$490K ﹤0.01%
3,562
+968
2624
$489K ﹤0.01%
22,592
-519
2625
$489K ﹤0.01%
72,306
-600
103 104
105
106 107